今日盘中，港股金蝶国际（00268）股价大涨5.08%，引发市场关注。分析人士认为，这一涨势主要受益于人工智能（AI）行业的持续火热以及南向资金的增持。
据行业周报显示，AI产业正处于蓬勃发展期。随着模型向多模态与超级智能体进化，AI应用有望在下半年迎来爆发。作为企业级服务的重要参与者，金蝶国际有望从这一趋势中受益。分析师建议关注AI企业级服务及场景落地机会，其中金蝶国际被列为ERP领域的重点关注对象。
另一方面，南向资金对金蝶国际表现出浓厚兴趣。数据显示，6月13日南向资金增持金蝶国际312.69万股，截至当日收盘，港股通共持有金蝶国际93248.36万股，占流通股26.27%。这显示出投资者对公司前景的看好，可能是推动股价上涨的另一重要因素。值得注意的是，金蝶国际近5个交易日已累计上涨9.94%，显示出较强的上涨动能。
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